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HCM Defender 500 Index ETF
LGH

38 hedge funds and large institutions have $377M invested in HCM Defender 500 Index ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

12% more funds holding

Funds holding: 34 → 38 (+4)

1.85% more ownership

Funds ownership: 110.85% → 112.71% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

2% less capital invested

Capital invested by funds: $387M → $377M (-$9.38M)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
14
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.37M
2
GS
GTS Securities
New York
+$4.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.71M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.18M
5
OPS
Orion Portfolio Solutions
Nebraska
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
OAS
Optivise Advisory Services
Tennessee
-$3.39M
2
HCM
Howard Capital Management
Georgia
-$2.11M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.2M
4
WWA
Wealth Watch Advisors
Colorado
-$560K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
Atria Investments
North Carolina
$381K -$310 -6 -0.1%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$335K -$39.9K -773 -10%
Osaic Holdings
28
Osaic Holdings
Arizona
$289K -$1.2M -23,276 -80%
ACM
29
Absolute Capital Management
Pennsylvania
$253K -$15.1K -293 -5%
Mariner
30
Mariner
Kansas
$244K +$2.42K +47 +0.9%
AQR Capital Management
31
AQR Capital Management
Connecticut
$203K +$217K +4,208 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$64.6K +$49.6K +961 +255%
Morgan Stanley
33
Morgan Stanley
New York
$55.2K – – –
AssetMark Inc
34
AssetMark Inc
California
$38.8K +$39K +757 +1,611%
CFD
35
Creative Financial Designs
Indiana
$35.5K -$929 -18 -2%
UBS Group
36
UBS Group
Switzerland
$21K +$22.4K +435 New
CAM
37
Creekmur Asset Management
Illinois
$18K – – –
SWM
38
Spire Wealth Management
Virginia
$9.66K – – –
Jane Street
39
Jane Street
New York
– -$263K -5,053 Closed
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
– -$27K -527 Closed
1
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LGH Hedge Fund Activity: Q1 2025 in Review

38 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2025, worth a combined $377M — down 2.4% from $387M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LGH positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.37M. The largest seller was Optivise Advisory Services, cutting an estimated $3.39M.

  • 38 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2025, up from 34 in Q4 2024.
  • Funds reported $377M of HCM Defender 500 Index ETF stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 6 funds opened new HCM Defender 500 Index ETF positions in Q1 2025 and 2 closed out, a net change of +4 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $4.37M added.
  • The largest HCM Defender 500 Index ETF seller in Q1 2025 was Optivise Advisory Services, an estimated $3.39M sold.

Based on aggregated 13F filings for Q1 2025.